See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FGMK, LLC2+ years Filed as: FGMK LLC, Service code 10 · EIN 36-2929601 | Accounting | $11,041 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,430 | $56,629-16.2% | $77,999-39.2% | $55,167-14.0% |
| Participation rate | 55.1% | 73.3%-18.2pp | 75.5%-20.4pp | 69.0%-13.9pp |
| Annual return | 8.34% | 2866.98%-2858.6pp | 425.96%-417.6pp | 169.23%-160.9pp |
| Employer contribution / active EE | $372 | $1,723-78.4% | $2,470-84.9% | $1,963-81.0% |
| Participant deferral / active EE | $1,826 | $2,777-34.2% | $3,497-47.8% | $3,054-40.2% |
| Admin fee / account holder | $135 | $467-71.1% | $5,480-97.5% | $504-73.2% |